Who owns SHP ETF TRUST?
- Ticker: SPYI
- CUSIP Number: 78433h303
Tip: Access positions for across all investors
Analyze quarterly positions in Shp Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Shp Etf Trust stock
Who bought or sold SHP ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 456k | $23M | 100% | Mar 2024 |
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| Stifel Financial | 398k | $20M | 137% | Mar 2024 |
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| Gradient Investments | 299k | $15M | 13% | Mar 2024 |
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| Unique Wealth | 102k | $5.1M | 100% | Mar 2024 |
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| Camarda Wealth Advisory | 82k | $4.1M | 36% | Mar 2024 |
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| Cascade Wealth Advisors | 68k | $3.3M | 100% | Mar 2024 |
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| International Assets Investment Management | 46k | $2.3M | 68% | Mar 2024 |
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| Aptus Capital Advisors | 40k | $2.0M | 100% | Mar 2024 |
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| Guardian Financial Partners | 36k | $1.8M | 100% | Mar 2024 |
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| Delta Investment Management | 31k | $1.5M | -9% | Mar 2024 |
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| Branch Banking & Trust Company | 27k | $1.4M | 403% | Mar 2024 |
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| Derbend Asset Management | 27k | $1.3M | 80% | Mar 2024 |
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| Compass Ion Advisors | 26k | $1.3M | -14% | Mar 2024 |
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| Cascade Investment Group | 25k | $1.2M | 100% | Mar 2024 |
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| Triumph Capital Management | 24k | $1.2M | 11% | Mar 2024 |
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| Fortress Wealth Management | 22k | $1.1M | 3% | Mar 2024 |
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| Envestnet Asset Management | 22k | $1.1M | 100% | Mar 2024 |
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| HighTower Advisors | 22k | $1.1M | -2% | Mar 2024 |
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| Crescent Grove Advisors | 19k | $972k | 0% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 19k | $940k | 219% | Mar 2024 |
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| Jupiter Wealth Management | 16k | $804k | 100% | Mar 2024 |
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| Willner & Heller | 16k | $761k | 100% | Dec 2023 |
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| Claro Advisors | 15k | $761k | 100% | Mar 2024 |
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| Gainplan | 15k | $744k | 39% | Mar 2024 |
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| Cambridge Investment Research Advisors | 15k | $730k | 59% | Mar 2024 |
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| Susquehanna International | 13k | $636k | 100% | Mar 2024 |
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| NewEdge Wealth | 12k | $597k | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 12k | $607k | 0% | Mar 2024 |
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| Arete Wealth Advisors | 12k | $585k | 65% | Mar 2024 |
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| Moloney Securities Asset Management | 11k | $563k | 18% | Mar 2024 |
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| Jane Street | 11k | $553k | -90% | Mar 2024 |
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| HBW Advisory Services | 11k | $522k | 0% | Mar 2024 |
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| Private Advisor | 11k | $540k | 64% | Mar 2024 |
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| Commonwealth Equity Services | 9.9k | $496k | 61% | Mar 2024 |
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| CAP Partners | 9.1k | $459k | 50% | Mar 2024 |
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| Davenport & Co | 9.0k | $453k | 100% | Mar 2024 |
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| High Net Worth Advisory Group | 8.8k | $443k | 100% | Mar 2024 |
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| Integrated Advisors Network | 7.9k | $400k | 59% | Mar 2024 |
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| Atomi Financial Group | 7.6k | $385k | 64% | Mar 2024 |
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| Atria Wealth Solutions | 7.1k | $357k | 0% | Mar 2024 |
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| UBS Group | 7.1k | $355k | 66% | Mar 2024 |
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| Traynor Capital Management | 6.5k | $325k | 4% | Mar 2024 |
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| RFG Advisory | 6.3k | $319k | 3% | Mar 2024 |
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| H D Vest Advisory Services | 6.0k | $300k | 100% | Mar 2024 |
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| Ameritas Advisory Services | 5.2k | $257k | 0% | Dec 2023 |
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| Mercer Global Advisors | 5.1k | $256k | 100% | Mar 2024 |
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| Axxcess Wealth Management | 4.8k | $230k | 2% | Dec 2023 |
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| Silver Oak Securities | 4.8k | $240k | -43% | Mar 2024 |
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| Citadel Advisors | 4.2k | $210k | 100% | Mar 2024 |
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| HBC Financial Services, P | 2.8k | $134k | 100% | Mar 2024 |
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| Goss Wealth Management | 2.8k | $141k | 100% | Mar 2024 |
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| Castleview Partners | 2.6k | $130k | 2% | Mar 2024 |
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| CWM | 2.2k | $109k | 5% | Mar 2024 |
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| Capital Investment Advisory Services | 1.6k | $79k | 87% | Mar 2024 |
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| Newbridge Financial Services Group | 1.4k | $71k | 236% | Mar 2024 |
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| Bank Of Montreal | 1.4k | $68k | 324% | Mar 2024 |
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| Royal Bank of Canada | 1.1k | $54k | 100% | Mar 2024 |
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| Creative Financial Designs | 650.00 | $33k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 518.00 | $26k | 100% | Mar 2024 |
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| Continuum Advisory | 401.00 | $20k | 100% | Mar 2024 |
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| Tompkins Financial Corp | 200.00 | $10k | 0% | Mar 2024 |
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| Sunbelt Securities | 200.00 | $10k | 100% | Mar 2024 |
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| VisionPoint Advisory Group | 188.00 | $9.5k | 9% | Mar 2024 |
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| Glassman Wealth Services | 160.00 | $8.1k | 100% | Mar 2024 |
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| Tucker Asset Management | 102.00 | $4.9k | 0% | Dec 2023 |
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| Advisor Group Holdings | 100.00 | $5.0k | -71% | Mar 2024 |
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| GHP Investment Advisors | 50.00 | $2.5k | 2400% | Mar 2024 |
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| SRS Capital Advisors | 46.00 | $2.2k | 100% | Dec 2023 |
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| Global Retirement Partners | 41.00 | $2.1k | 100% | Mar 2024 |
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| DHJJ Financial Advisors | 22.00 | $1.1k | 0% | Mar 2024 |
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| Harbour Investments | 21.00 | $993.999300 | 100% | Dec 2023 |
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| Morgan Stanley | 5.00 | $286.000000 | 100% | Mar 2024 |
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| Wells Fargo & Company | 2.00 | $120.000000 | -99% | Mar 2024 |
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| Bradley & Co. Private Wealth Management | 1.00 | $50.000000 | 0% | Mar 2024 |
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| FMR | 1.00 | $50.000000 | 100% | Mar 2024 |
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Who sold out of Shp Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Dec 2023 | 18k | $856k |
| National Asset Management | Dec 2023 | 4.5k | $215k |
| Householder Group Estate & Retirement Specialist | Dec 2023 | 1.9k | $91k |